Shell（SHEL）株式概要
シェル・ピーエルシーは、欧州、アジア、オセアニア、アフリカ、米国、その他米州でエネルギーおよび石油化学事業を展開している。 詳細
SHEL Community Fair Values
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Analyst Price Targets
Top Community Narratives
UK£35.51
FV
9.7% 割安 内在価値ディスカウント4.80%
Revenue growth p.a.
5.5k
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Shell plc 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | UK£32.05 |
| 52週高値 | UK£35.92 |
| 52週安値 | UK£24.27 |
| ベータ | -0.24 |
| 1ヶ月の変化 | -3.10% |
| 3ヶ月変化 | 7.86% |
| 1年変化 | 32.44% |
| 3年間の変化 | 36.24% |
| 5年間の変化 | 138.18% |
| IPOからの変化 | 81.43% |
最新ニュース
ナラティブの更新 • May 21
SHEL: Future Returns Will Reflect Middle East Risk Driven Cash Flows
Shell's analyst fair value estimate has increased by about £1.15 per share as analysts factor in higher cash flow expectations, modestly stronger revenue and margins, and updated P/E assumptions following recent price target changes and views on the ARC Resources deal. Analyst Commentary Recent research on Shell presents a mixed picture, with a cluster of higher price targets and rating upgrades sitting alongside fresh downgrades and trimmed targets.ナラティブの更新 • May 03
SHEL: Future Returns Will Reflect Middle East Risk Driven Cash Flows
Shell's analyst price target has been adjusted slightly lower to £37.02 from £37.17, as analysts weigh mixed rating actions and price target changes against updated assumptions for margins and future P/E levels. Analyst Commentary Recent research on Shell shows a split tape, with several firms lifting price targets while others turn more cautious or trim estimates.Recent updates
ナラティブの更新 • May 21
SHEL: Future Returns Will Reflect Middle East Risk Driven Cash Flows
Shell's analyst fair value estimate has increased by about £1.15 per share as analysts factor in higher cash flow expectations, modestly stronger revenue and margins, and updated P/E assumptions following recent price target changes and views on the ARC Resources deal. Analyst Commentary Recent research on Shell presents a mixed picture, with a cluster of higher price targets and rating upgrades sitting alongside fresh downgrades and trimmed targets.ナラティブの更新 • May 03
SHEL: Future Returns Will Reflect Middle East Risk Driven Cash Flows
Shell's analyst price target has been adjusted slightly lower to £37.02 from £37.17, as analysts weigh mixed rating actions and price target changes against updated assumptions for margins and future P/E levels. Analyst Commentary Recent research on Shell shows a split tape, with several firms lifting price targets while others turn more cautious or trim estimates.ナラティブの更新 • Apr 18
SHEL: Future Returns Will Reflect Middle East Supply Risk Premiums
Shell’s analyst fair value estimate has been revised higher from £34.65 to £37.17, as analysts factor in updated commodity price assumptions, refined revenue growth expectations, and slightly higher margin and P/E inputs following a mix of recent target hikes and downgrades across the Street. Analyst Commentary Recent research on Shell has been active, with several firms revising price targets and a mix of upgrades and downgrades.
新しいナラティブ • Apr 15
Deepwater And LNG Expansion Will Reshape Earnings Power Over The Next Decade
Catalysts About Shell Shell is a large integrated energy company involved in oil and gas production, liquefied natural gas, refining, chemicals, power and low carbon energy solutions. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Apr 02
SHEL: Future Returns Will Reflect LNG Disruptions And Middle East Supply Risks
Shell's updated analyst price target has moved higher to £34.65 from £32.62, as analysts factor in revised oil and gas price assumptions, tighter projected crude balances linked to Middle East supply risks, and a slightly higher future P/E multiple, offset in part by more modest profit margin expectations. Analyst Commentary Recent research on Shell shows a mix of optimism and caution, with several firms adjusting price targets in response to commodity assumptions, geopolitical risks and company specific execution.
新しいナラティブ • Apr 01
LNG Expansion And Aggressive Buybacks Will Increase Risk To Future Earnings Quality
Catalysts About Shell Shell is a large integrated energy company engaged in exploration, production, LNG, refining, chemicals, marketing and low carbon energy solutions. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Mar 18
SHEL: Future Returns Will Reflect LNG Exposure And Geopolitical Supply Risks
Shell's analyst price target has risen in the model as fair value moved from £31.76 to £32.62, with analysts pointing to higher oil and gas price forecasts, tighter expected crude balances, and LNG growth assumptions as key drivers behind recent upward target revisions across the stock. Analyst Commentary Recent research paints a mixed picture for Shell, with several price target increases alongside a few trims and a downgrade.
新しいナラティブ • Mar 18
Shell plc (SHEL): Powering Through the 2026 Energy Security Scenarios
Shell plc is demonstrating remarkable resilience and strategic agility as of March 18, 2026. The stock closed today at 3,461.00p (GBP) on the London Stock Exchange, maintaining its position near a multi-year high despite a minor 0.37% daily dip.ナラティブの更新 • Mar 04
SHEL: Future Returns Will Balance LNG Expansion With Cost Discipline And Asset Sales
Our analyst fair value estimate for Shell edges up from £30.96 to £31.76. This reflects a series of higher Street price targets in the £2,950 to £3,600 range, as analysts point to valuation support for integrated energy names and company specific drivers such as cost discipline, higher shareholder returns and LNG growth expectations.ナラティブの更新 • Feb 18
SHEL: Future Returns Will Balance LNG Ambitions With Refining And Asset Sales
Analysts have trimmed their average price target for Shell by about £0.07. This reflects slightly higher discount rate assumptions, a modestly lower fair value estimate, and updated views on growth, margins and future P/E after a mix of recent target cuts, raises and rating changes across the Street.ナラティブの更新 • Jan 22
SHEL: Future Returns Will Reflect LNG Strength And Refining Cash Generation
Our Shell fair value estimate edges up to €31.04 from €31.03 as analysts lift price targets across US dollar and GBp lines, pointing to expectations for resilient refining conditions, disciplined capital allocation and LNG driven growth targets, even as views on crude and valuation remain mixed. Analyst Commentary Bullish Takeaways Bullish analysts lifting US dollar and GBp targets point to confidence in Shell's ability to keep capital allocation disciplined, with a focus on cost control and shareholder returns that they view as supportive for equity value.ナラティブの更新 • Jan 08
SHEL: Future Returns Will Reflect Resilient Cash Flow And Shareholder Distributions
Our updated view on Shell reflects a small trim in fair value to €31.03 from €31.31, as analysts balance slightly softer growth and margin assumptions with higher price targets associated with resilient cash generation, tighter refining conditions, and a more disciplined focus on costs and shareholder returns. Analyst Commentary Street research on Shell is mixed, with several price target increases reflecting confidence in execution and cash generation, while a few more cautious voices highlight valuation and medium term growth constraints.分析記事 • Jan 06
Shell (LON:SHEL) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...ナラティブの更新 • Dec 19
SHEL: Future Returns Will Reflect Free Cash Flow Amid Buyback Funding Debate
Shell's analyst price target has edged lower by approximately $0.12, as analysts weigh still resilient free cash flow and recent target hikes against valuation concerns following the year-to-date rally, as well as medium-term growth and resource replenishment challenges. Analyst Commentary Recent Street research reflects a nuanced view on Shell, with a mix of target price increases and rating downgrades as the stock reprices higher and investors reassess medium term growth and capital return risks.ナラティブの更新 • Dec 05
SHEL: Future Returns Will Reflect Resilient Free Cash Flow Amid Capital Allocation Debate
Shell's analyst price target is nudged lower, with fair value edging down from about $31.78 to $31.43 per share. Analysts are balancing recent target hikes, which cite resilient free cash flow and strong positioning, against fresh downgrades that flag a less compelling valuation, slower medium term growth, and concerns over capital allocation.ナラティブの更新 • Nov 21
SHEL: Future Returns Will Reflect Resilient Cash Flow Amid Energy Sector Volatility
Shell's analyst price target has been raised, with new targets ranging as high as $91. Analysts point to resilient free cash flow, steady growth, and ongoing cost reductions as supporting factors for the upward revision of Shell’s valuation.ナラティブの更新 • Nov 06
SHEL: Future Performance Will Reflect Capital Returns and Energy Sector Uncertainties
Shell's analyst price target has increased from $80 to $82. Analysts cite stronger-than-expected operational and trading performance, improved profit margins, and a lower discount rate, which are supporting upward revisions in fair value estimates.分析記事 • Nov 02
Shell plc Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Last week saw the newest third-quarter earnings release from Shell plc ( LON:SHEL ), an important milestone in the...ナラティブの更新 • Oct 23
Analysts Weigh In on Shell Amid Mixed Outlook and Updated Valuation Targets
Shell's analyst price target saw a modest increase to $91 from $80, as analysts cite stronger-than-expected recent results and a continued focus on capital returns. This comes despite softer demand indicators and cash flow considerations.ナラティブの更新 • Oct 09
LNG Investments And Cost Cuts Will Support Future Energy Resilience
Shell's analyst price target has increased modestly to $87 from $82, as analysts cite stronger-than-expected Q3 performance and robust underlying operations as key drivers for the upward revision. Analyst Commentary Recent Street research reveals a mix of optimism and caution regarding Shell’s outlook, as analysts assess the company’s operational momentum, balance sheet decisions, and capital allocation strategies following the latest quarterly updates.ナラティブの更新 • Sep 25
LNG Investments And Cost Cuts Will Support Future Energy Resilience
Shell’s price target has edged up to £30.50 as analysts remain broadly supportive, citing strong growth prospects and a favorable refining outlook despite some concerns about near-term momentum. Analyst Commentary Bullish analysts cited Shell's distinctive mix of growth, resource depth, and sustainable shareholder returns, with medium-term refining outlook becoming increasingly favorable.ナラティブの更新 • Sep 10
LNG Investments And Cost Cuts Will Support Future Energy Resilience
Shell’s consensus price target was slightly reduced to £30.10 as bullish sentiment on strong Q2 results and sector tailwinds was tempered by concerns over near-term momentum, resulting in minor downward revisions rather than a fundamental change in outlook. Analyst Commentary Bullish analysts highlight Shell’s robust second quarter results, emphasizing the company’s distinctive growth prospects, deep resource base, and commitment to sustainable shareholder returns.分析記事 • Sep 09
Is Shell (LON:SHEL) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Aug 07
Shell's (LON:SHEL) Soft Earnings Don't Show The Whole Picture
LSE:SHEL 1 Year Share Price vs Fair Value Explore Shell's Fair Values from the Community and select yours Soft earnings...
新しいナラティブ • Mar 18
AI And Robotics Adoption Will Improve Long-Term Operational Performance
New technologies enhancing safety and efficiency may lead to improved long-term performance and higher net margins.株主還元
| SHEL | GB Oil and Gas | GB 市場 | |
|---|---|---|---|
| 7D | -2.6% | -2.6% | 1.5% |
| 1Y | 32.4% | 41.8% | 19.4% |
業界別リターン: SHEL過去 1 年間で41.8 % の収益を上げたUK Oil and Gas業界を下回りました。
リターン対市場: SHEL過去 1 年間で19.4 % の収益を上げたUK市場を上回りました。
価格変動
| SHEL volatility | |
|---|---|
| SHEL Average Weekly Movement | 4.1% |
| Oil and Gas Industry Average Movement | 8.5% |
| Market Average Movement | 5.7% |
| 10% most volatile stocks in GB Market | 12.0% |
| 10% least volatile stocks in GB Market | 3.1% |
安定した株価: SHEL 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SHELの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1897 | 84,000 | Wael Sawan | www.shell.com |
Shell plcは、欧州、アジア、オセアニア、アフリカ、米国、その他米州でエネルギーおよび石油化学事業を展開している。以下のセグメントを通じて事業を展開している：統合ガス事業、上流事業、マーケティング事業、化学品・製品事業、再生可能エネルギー・エネルギー・ソリューション事業。天然ガスの探鉱・採掘を行い、液化天然ガスを生産したり、液化ガス（GTL）燃料やその他の製品に転換したり、原油、天然ガス、天然ガス液体を探鉱・採掘したり、石油、ガス、液体のマーケティングや輸送を行い、それらを市場に供給したり、シェルの化学品製造工場や製油所内で処理するために必要なインフラに支えられている。また、モビリティ、潤滑油、脱炭素化分野を含むマーケティング事業、電気自動車充電、コンビニエンスストア、運輸・産業向け商業用燃料卸売事業を含む小売ネットワークの運営、道路輸送や製造・鉱業・発電・農業・建設機械向け製品の販売、バイオ燃料などの低炭素エネルギーソリューションを航空・海洋・農業分野を含む幅広い商業顧客に提供している。さらに、独自の販売網を持つ化学品製造工場や、原油やその他の原料を様々な石油製品に変える製油所を含む化学品や製品を提供し、国内、産業、輸送用として世界中で移動・販売し、パイプライン事業、トレーディング、原油・石油製品・石油化学製品の最適化を行っている。以前はロイヤル・ダッチ・シェルplcとして知られていたが、2022年1月にシェルplcに社名を変更した。シェルは1897年に設立され、本社は英国ロンドンにある。
Shell plc 基礎のまとめ
| SHEL 基礎統計学 | |
|---|---|
| 時価総額 | UK£179.32b |
| 収益（TTM） | UK£13.95b |
| 売上高(TTM) | UK£198.91b |
12.9x
PER（株価収益率0.9x
P/SレシオSHEL は割高か？
公正価値と評価分析を参照収益と収入
| SHEL 損益計算書（TTM） | |
|---|---|
| 収益 | US$267.34b |
| 売上原価 | US$198.21b |
| 売上総利益 | US$69.13b |
| その他の費用 | US$50.38b |
| 収益 | US$18.75b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 30, 2026
| 一株当たり利益（EPS） | 3.35 |
| グロス・マージン | 25.86% |
| 純利益率 | 7.01% |
| 有利子負債／自己資本比率 | 25.8% |
SHEL の長期的なパフォーマンスは？
過去の実績と比較を見る| Shell 配当日 | |
|---|---|
| 配当落ち日 | May 21 2026 |
| 配当支払日 | Jun 29 2026 |
| 配当落ちまでの日数 | 5 days |
| 配当支払日までの日数 | 34 days |
SHEL 配当は確実ですか？
SHEL 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 21:28 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Shell plc 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。53
| アナリスト | 機関 |
|---|---|
| John Eade | Argus Research Company |
| Alejandro Vigil | Banco Santander |
| Lucy Haskins | Barclays |